Soa Wealth Advisors, Llc. Reduced Holdings in Q3 2025

Soa Wealth Advisors, Llc.

  • $960 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-63.6K
- 26.85%
$52.12 - $55.33 $3.31M - $3.52M
173K $9.58M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-13.7K
- 13.93%
$91.28 - $97.59 $1.25M - $1.34M
84.6K $8.11M
LLY
Eli Lilly & CO

Healthcare
-106
- 0.6%
$625.65 - $812.69 $66.3K - $86.1K
17.7K $13.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.32K
- 6.96%
$459.11 - $506.91 $606K - $669K
17.6K $8.86M
DVY
Ishares Tr

ETFs
-6.94K
- 9.95%
$133.88 - $142.57 $929K - $989K
62.8K $8.92M
PGR
Progressive Corp

Financial Services
-169
- 1.23%
$238.61 - $264.3 $40.3K - $44.7K
13.6K $3.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-7.03K
- 12.12%
$62.09 - $66.51 $436K - $467K
51K $3.32M
MPC
Marathon Petroleum Corp

Energy
-1.65K
- 81.04%
$158.59 - $198.69 $261K - $327K
385 $74K
VOT
Vanguard Mid Cap Growth Index

ETFs
-1.64K
- 7.03%
$282.75 - $294.19 $465K - $483K
21.7K $6.38M
BAC
Bank Of America Corp

Financial Services
-5.59K
- 38.4%
$44.92 - $52.42 $251K - $293K
8.97K $462K
IEMG
Ishares Inc

ETFs
-3.21K
- 2.17%
N/A
145K $7.78M
KO
Coca Cola CO

Consumer Defensive
-1.91K
- 24.18%
$65.67 - $71.67 $125K - $137K
5.98K $396K
UNH
Unitedhealth Group Inc

Healthcare
-530
- 43.37%
$237.77 - $353.61 $126K - $187K
692 $238K
IEFA
Ishares Tr

ETFs
-1.81K
- 21.05%
$81.7 - $87.53 $148K - $158K
6.77K $591K
PEP
Pepsico Inc

Consumer Defensive
-1.12K
- 28.64%
$133.81 - $152.16 $150K - $170K
2.79K $391K
IYH
Ishares Tr

ETFs
-2.57K
- 12.9%
$54.36 - $58.96 $140K - $152K
17.4K $1.02M
CRM
Salesforce, Inc.

Technology
-255
- 22.99%
$231.66 - $273.65 $59.1K - $69.8K
854 $202K
EL
Estee Lauder Companies Inc

Consumer Defensive
-1.19K
- 80.53%
$83.65 - $95.26 $99.6K - $113K
288 $25K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.36K
- 69.4%
$38.58 - $58.24 $52.5K - $79.3K
600 $23K
IYR
Ishares Tr

ETFs
-1.5K
- 6.55%
$94.16 - $98.46 $141K - $148K
21.4K $2.08M
CSCO
Cisco Systems, Inc.

Technology
-689
- 2.85%
$66.2 - $71.79 $45.6K - $49.5K
23.5K $1.61M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.22K
- 12.39%
$26.38 - $27.95 $85K - $90.1K
22.8K $621K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-3.44K
- 6.91%
$131.47 - $143.64 $452K - $494K
46.3K $6.56M
YUM
Yum Brands Inc

Consumer Cyclical
-434
- 38.96%
$139.5 - $153.94 $60.5K - $66.8K
680 $103K
DE
Deere & CO

Industrials
-30
- 3.6%
$457.26 - $524.37 $13.7K - $15.7K
804 $367K
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.01K
- 6.35%
$192.76 - $203.86 $194K - $205K
14.9K $3.03M
EFV
Msci Eafe Value ETF

ETFs
-1.07K
- 28.82%
$62.79 - $68.42 $67.4K - $73.4K
2.65K $179K
VHT
Vanguard Health Care ETF

ETFs
-220
- 45.36%
$239.12 - $259.95 $52.6K - $57.2K
265 $68K
XLP
Consumer Staples Sector Spdr

ETFs
-653
- 14.31%
N/A
3.91K $297K
NKE
Nike, Inc.

Consumer Cyclical
-620
- 13.94%
$69.24 - $79.24 $42.9K - $49.1K
3.83K $266K
ABT
Abbott Laboratories

Healthcare
-345
- 31.0%
$120.51 - $136.62 $41.6K - $47.1K
768 $102K
VBK
Vanguard Small Cap Growth ETF

ETFs
-869
- 8.5%
$276.51 - $305.12 $240K - $265K
9.36K $2.79M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-472
- 35.01%
$65.64 - $78.22 $31K - $36.9K
876 $58K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-210
- 26.75%
$404.94 - $499.99 $85K - $105K
575 $278K
CHKP
Check Point Software Technologies LTD

Technology
-125
- 19.78%
$180.73 - $231.23 $22.6K - $28.9K
507 $104K
ACN
Accenture PLC

Technology
-9
- 1.64%
$232.56 - $304.78 $2.09K - $2.74K
539 $132K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-1.35K
- 80.29%
$22.64 - $23.22 $30.5K - $31.3K
331 $7K
SPOT
Spotify Technology S.A.

Communication Services
-35
- 35.0%
$620.01 - $738.53 $21.7K - $25.8K
65 $45K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-877
- 6.37%
$122.57 - $132.57 $107K - $116K
12.9K $1.67M
DEO
Diageo PLC

Consumer Defensive
-253
- 41.41%
$93.64 - $115.33 $23.7K - $29.2K
358 $34K
EEM
Ishares Msci Emerging Markets

ETFs
-1.14K
- 15.86%
$48.07 - $53.4 $54.7K - $60.8K
6.04K $322K
SHEL
Shell PLC

Energy
-348
- 41.58%
$69.82 - $73.93 $24.3K - $25.7K
489 $34K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-515
- 39.1%
$42.56 - $49.08 $21.9K - $25.3K
802 $34K
DELL
Dell Technologies Inc.

Technology
-196
- 64.47%
$120.96 - $141.77 $23.7K - $27.8K
108 $15K
FANG
Diamondback Energy, Inc.

Energy
-155
- 98.1%
$134.53 - $152.5 $20.9K - $23.6K
3 $0
GIS
General Mills Inc

Consumer Defensive
-385
- 98.72%
$48.44 - $53.83 $18.6K - $20.7K
5 $0
AOS
Smith A O Corp

Industrials
-290
- 99.32%
$67.24 - $74.3 $19.5K - $21.5K
2 $0
TGT
Target Corp

Consumer Defensive
-96
- 8.34%
$86.56 - $107.43 $8.31K - $10.3K
1.06K $94K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-390
- 5.05%
$46.67 - $49.54 $18.2K - $19.3K
7.33K $356K
Activity Summary
Buys All Purchases 338 New Holdings 63 Increased Positions 275 Sells All Sells 155 Reductions 155 Sold out 0 Options Calls 0 Puts 0
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